PCDIX Mutual Fund

PCDIX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
-0.37%
3 Months
+0.18%
6 Months
+0.36%
YTD
+0.79%
1 Year
+2.98%
3 Years (annualized)
+3.25%
5 Years (annualized)
+1.76%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCDIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays California 1 Year Municipal Bond Index(^BBCA1YMUB)
This Mutual Fund (YTD)
+0.79%
Peer Avg (YTD)
+0.39%
vs Peers
+0.40%

PCDIX Mutual Fund Performance

PCDIX performance across multiple time periods: 1-month -0.37%, YTD 0.79%, 1-year 2.98%, 3-year 3.25%, 5-year 1.76%, 10-year 1.55%.

PCDIX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

PCDIX vs another fund shows side-by-side returns. PCDIX alternatives are available in the Mutual Fund Screener.